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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
See how the Federal Reserve outlook moves the USD bank consensus across 36 desks
View Federal Reserve outlookResearching this URL
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Path: /research/commentary/gold-price-reverses-direction-market-awaits-boost-from-fed-mloq08
Strong jump in eurozone sentiment in August
Older quick take Quick take Published 10:45 Strong jump in eurozone sentiment in August The increase from 97.1 to 98.4 shows that the eurozone economy remained resilient over the summer. Despite droughts, higher energy prices and broader geopolitical concerns, momentum remains qu
THINK Ahead: Six months of the Iran War in six charts
Opinions Opinion by James Smith THINK Ahead: Six months of the Iran War in six charts Published 10:00 Six months to the day since the Iran war began, Europe's economy has proved surprisingly resilient. James Smith argues that it's less about interest rates being too low and more
French economy grinds to a halt
Articles French economy grinds to a halt Published 09:25 France Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download The French economy has avoided recession, but only just. Downward revisions to GDP data confirm that economic activity lost more momentum t
Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines
Articles Asia week ahead: Key data on Australia, China, India, Japan, Korea, Philippines Published 07:49 Asia week ahead Australia China Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download GDP releases from India and Australia are the main events, along w
FX Daily: Keeping an eye on the long end
Articles FX Daily: Keeping an eye on the long end Published 07:45 FX Share X LinkedIn E-mail Copy link Share X LinkedIn E-mail Copy link Download At the end of a quiet week in FX, the highlight today is a speech from Fed Chair Kevin Warsh at the Jackson Hole symposium. Given that
Jackson Hole preview: Fed Chair Warsh likely to skip September and December rate signals
If Morgan Stanley's read proves correct, traders hoping for explicit signals on a September move or the year end rate path may come away disappointed, reducing the odds of a sharp directional repricing immediately following the speech. Instead, market attention may shift toward p